Planned Gifts

Legacy Fellows

The Legacy Fellows Program is a way for you to support the Cleveland Metropolitan Bar Foundation through a gift in your estate plan. Your future gift will help secure the charitable outreach programs of the Cleveland Metropolitan Bar Association for generations to come. Currently, these programs include, among others, the nationally recognized and award-winning 3Rs program, in which volunteer lawyers provide civics instruction and career counseling to Cleveland Metropolitan School District and East Cleveland City School high school students, the Cleveland Homeless Legal Assistance Program, Pro Se Divorce Clinics and Volunteer Lawyers for the Arts.

Making a planned gift is a wonderful way to show your support and appreciation for the Cleveland Metropolitan Bar Foundation and its mission, while accommodating your own personal financial, estate planning and philanthropic objectives.

For more information or to let us know of your interest in becoming a Legacy Fellow, please contact Mary Groth, Director of Member & Donor Engagement at (216) 696-3525.

I am becoming a Legacy Fellow because I believe that we lawyers should do everything we can to make sure that the Foundation will continue to be able to provide financial support for programs that we deem to be vital to the community in which we live and in which we earn our livelihood." - Marvin Karp, Ulmer & Berne LLP

WAYS TO GIVE

There are several ways to show your support through the Legacy Fellows Program. Below are some options, as well as sample language that can be used.

WILLS or TRUSTS

A simple way to support the Cleveland Metropolitan Bar Foundation is through your will or trust.

Sample Will or Trust language: "I give the residual of my estate OR $____________ OR ________ percentage of my residual estate to the Cleveland Metropolitan Bar Foundation, of Cleveland, Ohio, or its successor in interest, to be added to said Foundation’s endowment fund, subject to said Foundation’s spending and other policies in effect from time to time governing the operation of its endowment funds"

LIFE INSURANCE POLICIES and RETIREMENT PLANS

You can designate the Cleveland Metropolitan Bar Foundation as a beneficiary to your existing life insurance policies or retirement plan accounts.

Sample Beneficiary Designation Language: "$________ or ________ percentage to the Cleveland Metropolitan Bar Foundation, of Cleveland, Ohio, or its
successor in interest, to be added to said Foundation’s endowment fund, subject to said Foundation’s spending and other policies in effect from time to
time governing the operation of its endowment funds"

OTHER

Other options include charitable gift annuities and charitable trusts, both providing life-time benefits to you.